Brandon Bruce Barney

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Ashton & Associates
  Saint George, UT
• 10/2020 → 10/2022
  Church Of Jesus Christ Of Latter-Day Saints
  Saint George, UT
• 04/2019 → 10/2020
  Nielsen's Frozen Custard
  Saint George, UT
• 08/2019 → 09/2020
  Dixie State University
  Saint George, UT
• 12/2018 → 03/2019
  Taco Bell
  Saint George, UT
• 08/2018 → 12/2018
  Sunburst Shutters
  Saint George, UT
• 08/2017 → 08/2018
  Kfc/Taco Bell
  Tooele, UT
• 03/2014 → 08/2017
  Unemployed
  Erda, UT

Other Businesses

Ashton & Associates, investment-related (insurance), 1611 East 2450 South Building 6, Wealth planning and retirement services/annuities, licensed insurance agent and pending team lead, 11/2022 Start date, 160 hours per month, oversee moving money between annuity companies and assist with client services as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-19

Other Names

• Brandon Barney